MFG
EFG icon

Mission Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Mission Financial Group’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$370K Buy
+2,975
New +$359K 0.31% 87
2025
Q1 		$329K Buy
+2,958
New +$302K 0.3% 90
2021
Q4 		$338K Buy
+2,970
New +$325K 0.32% 89

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mission Financial Group's EFG Position: Q2 2026 in Review

Mission Financial Group opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 2,975 shares worth $370K. The stake represents 0.31% of the portfolio and ranks #87 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in EFG as recently as Q1 2025.

Mission Financial Group first reported a position in EFG in Q4 2021 and has held it in 3 quarters since. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Mission Financial Group held 2,975 shares of iShares MSCI EAFE Growth ETF worth $370K as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new Mission Financial Group position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.31% of Mission Financial Group's portfolio in Q2 2026, its #87 holding.
  • Mission Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 3 quarters since.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.